Leady identifies and collects information about your prospects and customers across various touchpoints such as website, email, web forms, signups, logins, etc. 

Leady-Pipedrive integration helps you to simplify data flow between your sales and marketing teams and their tools.

SETUP
Sign up for free and insert the tracking snippet of code onto your website either manually or automatically, via Google Tag Manager. 

TRACK ALL TOUCHPOINTS
Enable the web form as well as newsletter tracking.

START RECEIVING LEADS
Start segmenting and connect your CRM and marketing tool stack. Provide your marketing and sales teams with actionable data.

DATA FLOW
Once Leady identifies a potential prospect, send this lead directly to Pipedrive. 

Leady provides your sales and marketing teams with a great intel about who’s visiting your website. It integrates with your Pipedrive and email marketing tools to help share data between your marketing and sales teams, enabling you to increase your sales intelligence and making it easier for sales to capitalize on your existing data.
 
Give your sales a boost with Leady and Pipedrive combo!
 
Combining Leady and Pipedrive is going to simplify your lead generation, verification, making the data flow across teams simple, easy and seamless.

If you are not a Leady user you can learn more and sign up for free at https://leady.com/

Attract new leads

Qualify my leads

Automate my pipeline and data

Leady

#### Eliminate Manual Work Between Pipedrive and Monday.com

Monday Connector syncs your Pipedrive deals, contacts, and organizations directly to Monday.com project boards, so sales-to-delivery handoffs happen automatically. No more copying data, missed details, or delays.

#### Why Teams Choose Monday Connector

**Work Inside Pipedrive**
See linked Monday.com items in your Pipedrive sidebar. Create, edit, and manage Monday items for deals, people, and organizations without leaving your CRM.

**Smart Automation Rules**
Set up rules once. Create Monday.com items when deals move to "Won," contacts reach specific stages, or custom conditions are met, as a one-time creation or a continuous sync that updates Monday in seconds.

**Sync Everything That Matters**
- **File Attachments**: Sync deal files to Monday.com items
- **Comments &amp; Updates**: Keep conversations in sync
- **Custom Field Mapping**: Map any Pipedrive field to any Monday.com column
- **Multi-Entity Support**: Deals, people, and organizations

**Simple Usage**
Automation rules are included with the Professional plan, with 500 automated item creations per seat per month (100 during the free trial). Only items created by automation rules count; updates and manual creations never do. Your allowance resets monthly on your subscription anniversary, and unused items don't roll over. Track it anytime in Settings, and add seats to raise it.


**Start your 21-day free trial today. No credit card required.**

Manage my projects

Monday Connector

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

monday.com

- Make and receive calls from Pipedrive: You will be able to make or receive calls directly from your web browser.
- One-click dialing: Call your contacts from Pipedrive with a single click from the phone number link or by selecting the netelip calling app.
- Inbound Call popups: When you receive a call in Pipedrive you will identify the name of the contact with their customer file.
- Direct and indirect forwarding to phone numbers: Forward all calls directed to your phone to a different number, previously programmed, inside the national territory or to international numbers.
- Compatible with call queues and IVR: Automatically routes calls and receives calls according to a defined strategy. Inbound calls will be "queued" listening to on-hold music and a customizable voice-over.
- Record call details: Once the call is finished and answered, it will be recorded in the contact's activities. If you have contracted call recordings together with vDrive, the call recording will also be recorded.

Communicate with leads

Manage my accounts

netelip

Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Pipeboard

Popl provides digital business card solutions that help companies collect more in-person leads.

Our integration with Pipedrive allows you to sync leads from Popl over to your Pipedrive account as people, deals, leads, or contacts.

The integration will create or update records based on whether they are found in Pipedrive, automatic de-duplication is built in.

Popl

**ExtraflowDoc — Quoting, Estimating, Proposals, Invoicing, Agreements, Delivery Notes, Work Orders &amp; more directly from Pipedrive deals — without changing your workflow.**

More info &amp; screenshots: www.extraflowdoc.com

[✨Beautiful Quotes &amp; Proposals Examples✨](https://www.extraflowdoc.com/document-examples)

FOREVER FREE PLAN - 5 docs/mo

Available in 32 languages (EN, ES, FR, DE, IT, NL, PT, NO, DA, SV, EL, IS, SQ, SR, HR, SL, MK, LV, LT, ET, MT, BS, GA, PL, RO, CS, HU, BG, FI, TR)

**✨ Why Pipedrive users love it:**

- Control margins, markups, taxes &amp; fees with flexible pricing logic
- Auto-filled from deal data → no manual copy-paste errors
- Two-way sync with Pipedrive → deals always up to date
- Product catalog, custom fields &amp; multi-currency support
- Multi-option quotes &amp; quotations (Variant A / B / C) in one document
- Local number formats &amp; global tax handling (VAT, GST, 0%)
- Share by link or export professional PDF quotes &amp; invoices

**Perfect for teams creating quotes &amp; quotations in Pipedrive:**

- [ ] 🏗️ Construction &amp; Contracting
- [ ] 🔧 Trades &amp; Services
- [ ] 🏭 Suppliers &amp; Manufacturing
- [ ] 💼 Professional Services
- [ ] 📦 Product &amp; SaaS Teams confirmations
- [ ] 📅 Rental &amp; Equipment Services
- [ ] Your industry included!

quoting software, invoicing software, proposal software, estimate software, document generation, templates, pdf generation, quotes generator

Manage contracts

Enable payments and tracking

Other use cases

Quotes, Proposals,CPQ, E-Signatures | ExtraflowDoc

Connect your CRM to a live Red Flag Alert database containing over 6.5 million UK businesses. 

Save valuable time when researching your prospects and customers by automatically updating your CRM with key business and financial information. 

Our app can help you grow your business by making better informed decisions about your prospects, making sure they have the right credit profile to use your product or service. 

Having this data integrated into CRM can help you prepare for sales meetings more efficiently by examining information on your prospects and tailoring your project accordingly. 

Have access to the most up-to-date information at your fingertips; every month, over one million changes are recorded in Red Flag Alert—from new businesses to changes in financial circumstances and growth.

Red Flag Alert Company Credit Check/B2B Leads

Revial connects your Pipedrive CRM with AI-powered meeting intelligence. It automatically transcribes sales meetings and pushes AI-generated briefings, coaching insights, and structured notes back into your Pipedrive deals, contacts, and activities.

Key features:
- Automatic meeting transcription and AI summaries
- Push meeting notes and briefings directly to Pipedrive deals
- Two-way sync of contacts, companies, deals, activities, and notes
- AI-powered sales coaching and proposal generation
- Pipeline and stage-aware context for smarter insights

Supported entities: Contacts, Companies, Deals, Activities, Notes

Setup: One-click OAuth connection from your organization settings. Requires a Revial Medium or Sales plan.

Revial

Text your leads and customers without ever leaving Pipedrive. Dexatel's Pipedrive SMS integration lets you **send 1:1 messages,** **launch bulk SMS campaigns,** and **automate customer messaging **using Pipedrive Automations and Dexatel webhooks—all from within your CRM. SMS conversations are automatically associated with the relevant contact or deal, helping your team keep customer communication organized. Confirm orders, remind customers of upcoming appointments, and follow up on leads before they go cold. Automate reminders and follow-up sequences so your team stops chasing manually. **Deliver SMS to 190+ countries**, communicate in virtually any language or alphabet, and use your own Sender ID where supported.

With the Dexatel Pipedrive SMS integration, you can:

**Send 1:1 SMS** — text individual contacts directly from their their contact, organization, or deal records 

**Run bulk SMS campaigns** — reach your entire list or a segmented group in one send

**Automate SMS workflows** — send reminders, follow-ups, and notifications using Pipedrive Automations and Dexatel webhooks 

**Support two-way SMS** — receive replies when using supported US and Canadian phone numbers, with messages linked to the relevant contact or deal.

**Use your own Sender ID**— build trust by displaying your business name where supported 

**Reach customers worldwide** — deliver SMS to 190+ countries in virtually any language or alphabet

Nurture my leads

SMS, Bulk Texting & SMS Automation by Dexatel

**SpeakSoon turns events into an effective sales channel for teams that use Pipedrive.**

Instead of losing leads in coat pockets, camera rolls, and phone notes, your reps capture every conversation the moment it happens through WhatsApp. Snap a business card, record a 20-second voice note, forward a badge photo, or just text a name and company. SpeakSoon transcribes, structures, enriches, and remembers everything that was said.

The Pipedrive integration closes the loop between the show floor and your pipeline. Every contact captured at an event is pushed into Pipedrive as a contact (and optionally a deal), complete with the enriched company data, the conversation context, and the follow-up notes your rep dictated on the spot. No manual CRM data entry, no forgotten leads.

Built for sales teams that go to trade shows, conferences, and networking events, SpeakSoon gives you:

- WhatsApp-native capture — no app to install, no friction for your reps.
- Lead enrichment — company research, role, and context attached to every contact.
- Shared team memory — everyone sees who met whom and what was discussed.
- Personalized follow-up drafts, ready to send while the conversation is still warm.
- Per-event ROI reporting so you know which events are actually worth going back to.

**Networking becomes measurable pipeline in Pipedrive.**

SpeakSoon

### Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

**Features:**

- **Automatic deal-to-invoice/quote** sync from any pipeline stage you choose
- **One-click invoice generation** — Create, update, and customize Xero invoices from any stage of a Pipedrive deal.
- **Dashboard with bulk sync** — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature
- **Live Xero invoice status** — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive
- **Replay failed syncs** — update deal data and re-sync with one click
- **Sync activity logging** — every action tracked in deal activities

**Why Pipedrive teams use Cloudify:**
Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs.[ Book a complimentary 30-minute onboarding call](https://meetings.hubspot.com/cloudify/app-assistance) and we'll configure the integration for your specific workflow.

Connect your favorite apps or easily find new ones

Automate my pipeline and data

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